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Greenleaf Trust’s Principal Financial Group PFG Stock Holding History

Greenleaf Trust’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$599K Buy
6,650
+367
+6% +$33.5K 0.01% 447
2025
Q4 		$554K Buy
6,283
+36
+0.6% +$3.04K 0.01% 471
2025
Q3 		$518K Sell
6,247
-108
-2% -$8.63K ﹤0.01% 486
2025
Q2 		$505K Sell
6,355
-1,344
-17% -$103K ﹤0.01% 484
2025
Q1 		$650K Buy
7,699
+1,066
+16% +$88.7K 0.01% 431
2024
Q4 		$513K Sell
6,633
-51
-0.8% -$4.3K ﹤0.01% 499
2024
Q3 		$574K Sell
6,684
-129
-2% -$10.4K 0.01% 479
2024
Q2 		$534K Buy
6,813
+260
+4% +$21.1K 0.01% 461
2024
Q1 		$566K Sell
6,553
-10
-0.2% -$803 0.01% 440
2023
Q4 		$516K Buy
6,563
+66
+1% +$4.78K 0.01% 449
2023
Q3 		$468K Sell
6,497
-418
-6% -$32.4K 0.01% 455
2023
Q2 		$524K Sell
6,915
-160
-2% -$11.5K 0.01% 440
2023
Q1 		$526K Sell
7,075
-147
-2% -$12.5K 0.01% 441
2022
Q4 		$606K Buy
7,222
+112
+2% +$9.61K 0.01% 393
2022
Q3 		$513K Buy
7,110
+277
+4% +$19.9K 0.01% 393
2022
Q2 		$456K Buy
6,833
+60
+0.9% +$4.22K 0.01% 430
2022
Q1 		$497K Sell
6,773
-174
-3% -$12.6K 0.01% 419
2021
Q4 		$502K Buy
6,947
+245
+4% +$17.1K 0.01% 413
2021
Q3 		$432K Buy
6,702
+388
+6% +$24.9K 0.01% 445
2021
Q2 		$399K Buy
6,314
+340
+6% +$21.7K ﹤0.01% 466
2021
Q1 		$358K Buy
5,974
+429
+8% +$23.9K ﹤0.01% 481
2020
Q4 		$275K Buy
5,545
+21
+0.4% +$962 ﹤0.01% 489
2020
Q3 		$222K Sell
5,524
-93
-2% -$3.96K ﹤0.01% 487
2020
Q2 		$233K Buy
+5,617
New +$205K ﹤0.01% 464
2020
Q1 		– Sell
-4,338
Closed -$239K – 565
2019
Q4 		$239K Buy
4,338
+20
+0.5% +$1.09K ﹤0.01% 467
2019
Q3 		$247K Buy
4,318
+153
+4% +$8.61K ﹤0.01% 459
2019
Q2 		$241K Buy
+4,165
New +$230K ﹤0.01% 458
2018
Q1 		– Sell
-88
Closed -$6K – 630
2017
Q4 		$6K Hold
88
– – ﹤0.01% 673
2017
Q3 		$6K Buy
+88
New +$5.66K ﹤0.01% 673

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenleaf Trust's PFG Position: Q1 2026 in Review

Greenleaf Trust increased its Principal Financial Group (PFG) stake by 5.8% in Q1 2026, buying an estimated $33.5K and bringing the position to 6,650 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #447.

Greenleaf Trust first reported a position in PFG in Q3 2017 and has held it in 29 quarters since. The position peaked at $650K in Q1 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Greenleaf Trust held 6,650 shares of Principal Financial Group worth $599K as of Q1 2026.
  • Greenleaf Trust bought 367 Principal Financial Group shares in Q1 2026, an estimated $33.5K.
  • Principal Financial Group made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #447 holding.
  • Greenleaf Trust first reported a position in Principal Financial Group in Q3 2017 and has held it in 29 quarters since.
  • Greenleaf Trust's Principal Financial Group position peaked at $650K in Q1 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.